We are live on ! Find out more
PPA icon

Invesco Aerospace & Defense ETF

349 hedge funds and large institutions have $1.66B invested in Invesco Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 150 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 68

8% more funds holding

Funds holding: 323349 (+26)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$83M)

0.3% more ownership

Funds ownership: 50.07%50.37% (+0.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

47% less call options, than puts

Call options by funds: $200M | Put options by funds: $380M

Holders
349
Holders Change
+26
Holders Change %
+8.05%
% of All Funds
5.04%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
46
Increased
150
Reduced
68
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NMM
251
Naples Money Management
Florida
$204K
HIA
252
Harbor Investment Advisory
Maryland
$203K
NCM
253
Noesis Capital Mangement
Florida
$201K +$201K +1,958 New
CAS
254
Coppell Advisory Solutions
Texas
$201K +$201K +1,955 New
AF
255
Allworth Financial
California
$177K
MTWSIF
256
Mivtachim The Workers Social Insurance Fund
Israel
$175K -$17.4M -170,000 -99%
BCV
257
Banque Cantonale Vaudoise
Switzerland
$175K
BAM
258
Bellevue Asset Management
Washington
$167K
GT
259
Glenmede Trust
Pennsylvania
$156K
US Bancorp
260
US Bancorp
Minnesota
$145K +$103K +1,007 +250%
PMAM
261
Picton Mahoney Asset Management
Ontario, Canada
$144K -$61.5K -600 -30%
OA
262
Operose Advisors
Wisconsin
$132K +$29.7K +290 +29%
CA
263
CoreCap Advisors
Michigan
$127K +$35.5K +346 +39%
SFC
264
SYM Financial Corp
Indiana
$118K -$53.9K -525 -31%
PTC
265
Private Trust Company
Ohio
$115K
RIL
266
Rothschild Investment LLC
Illinois
$110K
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$103K +$103K +1,000 New
SS
268
Sunbelt Securities
Texas
$96.8K +$103 +1 +0.1%
TSWM
269
Tyler-Stone Wealth Management
Ohio
$92K
SWM
270
Spire Wealth Management
Virginia
$88.8K
WP
271
WealthShield Partners
North Carolina
$88.3K
EWP
272
Elevation Wealth Partners
California
$87.1K
PMFA
273
Plante Moran Financial Advisors
Michigan
$86.9K +$21.6K +211 +33%
ACA
274
Aptus Capital Advisors
Alabama
$81.7K -$40.5K -395 -33%
Simplex Trading
275
Simplex Trading
Illinois
$71K +$24.9K +243 +53%

PPA Hedge Fund Activity: Q2 2024 in Review

349 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q2 2024, worth a combined $1.66B — up 5.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PPA positions and 14 closed out — a net gain of 32 holders — while 150 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $17.4M.

  • 349 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $1.66B of Invesco Aerospace & Defense ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 46 funds opened new Invesco Aerospace & Defense ETF positions in Q2 2024 and 14 closed out, a net change of +32 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q2 2024 was LPL Financial, an estimated $19M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q2 2024 was Mivtachim The Workers Social Insurance Fund, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.